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Former AssetMark CEO Ahluwalia joins Hightower as president
RIAs should have ‘quality leadership teams,’ says Hightower CEO Bob Oros.
Hightower CEO says RIA acquisition prices remain reasonable
'There's more net new RIAs being created every year, so consolidation is still a long way from playing out,' Bob Oros says.
Former Hightower advisor sues firm over noncompete restrictions
Case against RIA aggregator seeks relief and damages over allegedly over-broad interpretation of noncompete language.
Wirehouse defections far from done, says Verdence Capital CEO
'When was the last time you saw an article that said an RIA is going to a wirehouse?' asks Verdence founder Leo Kelly.
Hightower completes strategic investment in $3.3B New York wealth firm
It's the firm's first announced deal of 2024 following 12 last year.
Hightower adds $2.5B high-net-worth focused firm to its list of 2023 acquisitions
The wealth manager has announced a strategic investment in the Florida RIA firm.
Hightower firm expands in Washington with $470M team
Highland Private Wealth Management's acquisition takes its AUM to $1.9B.
Hightower partner Fairport Wealth’s AUM reaches $4.5B on acquiring RIA firm
It's the fifth sub-acquisition since Fairport joined Hightower in 2017.
Hightower Advisors gains HNW tax advantage through strategic investment
The deal will enhance the Chicago-based firm's tax advisory services for high-net-worth and business clients.
Finra dings Hightower with $353,000 penalty over alt sales
Both GPB private placements and the LJM mutual fund were widely sold by brokerage firms prior to 2018.
Hightower buys Massachusetts RIA with $625 million in AUM
Lexington-based Bickling Financial Services, founded in 1984, has three offices across the state.
Hightower unit TC Wealth acquires $800 million firm
Both TC Wealth Partners and the firm it purchased, EFG Advisors, are based in the suburbs of Chicago.
Hightower Bellevue merges with local $350 million RIA
Sovereign Wealth Advisors has been providing wealth management and financial guidance across the Pacific Northwest for more than 30 years.
Should you speak freely about politics and religion with your clients?
Although advisers have long avoided discussing certain subjects with clients, David Bahnsen of Bahnsen Group advocates being open with clients about such topics.
As financial markets dampen RIA valuations, buyers get creative with deal structures
A report from DeVoe & Co. shows dramatic drop-off in fourth-quarter deals, but the biggest buyers say they are as busy as ever.
Here’s why organic growth still drives the advice industry
While there are techniques galore for recruiting new clients, it all comes down to hustle and hard work.
Hightower acquires $1.2 billion RIA in Pacific Northwest
Highland Private Wealth Management in Bellevue, Washington, has 18 employees, including five advisers.
Hightower leverages life of obscure artist to deliver message for women
A client event features the life and art of Suzie Zuzek, the woman who designed the fabrics used in Lilly Pulitzer's clothing line.
Team managing $350 million joins Fairport Wealth
Hightower facilitated the merger for Cleveland, Ohio-based Fairport, which is a Hightower advisory business.
Hightower names Robert Picard to head alternatives
Former First Republic executive built alternatives platforms at Carlyle Group, RBC.
